Reports & Articles

Reports Directory

Wealth Market Reports:


Centers of Influence and Gatekeepers: Their Influence on Referrals and Wealth Transfer

The Charitable Giving Habits of Wealthy Investors

> Choosing a Trustee

> Client Loyalty Among Affluent Investors

Comprehensive Bank Trust Update 2018

Comprehensive Bank Trust Update 2017 

> Family Affairs: How Children Change Financial Decision-Making

The Financial Literacy Gap Among Millionaires

> Financial Wellness in Retirement

> Get Schooled on Educators

> Get Up to Speed With Investors in Information Technology 

> The Influence of Knowledge and Investment Risk on Advisor Usage

> Investing Habits of Millennials

> Investographics: Key Facts About Millionaires

> Investor Attitudes and Ownership of Insurance Products

> Investor Perceptions of Socially Responsible Investing

> The Investor Profile Tool

> The Legacy: How Investors are Impacted by Inheritance

> Lost Without An Advisor: How to Attract Advisor-less Investors

Market Insights 2018

Market Insights 2019

Millennial and Generation X Investors: Attracting the Next Generations of Wealth

> Primary Objective of Portfolio

> Professional Profile Series

Profiling of Investors Based on Their Preferred Advisor Types

> Robo-Advisor 2016

Robo-Advisors 3.0 (2018)

Serving Business Owners

> Successfully Growing Your Business With Wealthy Women

The Wealthiest Americans: The $25 Million Plus Investor - 2018

> The Wealthiest Americans: The $25 Million Plus Investor - 2016

> Wealthy Investor Series (2019)

  • Evolving Investor Attitudes and Behaviors
  • Communicating with Providers and Advisors: Expectations vs. Reality
  • Defining Financial Planning
  • Portfolio Trends and Asset Management Decisions
  • Using Technology and Social Media in Financial Decisions
  • Parenting and Financial Issues


> Wealthy Investor Series (2018)


Wealth Segmentation Series - Millionaire

> Wealth Segmentation Series - Ultra High Net Worth

> Wealthy Investors' Usage of 529 Plans

> Wealthy Investors and Their Perceptions of Robo-Advisors

> Why Investors Switch Advisors

> Widows and Divorcees: Empowering Women in Transition



Retirement Market Reports: 

> DC Participant Insight Series

> Million Dollar Participant

> The Million Dollar Rollover Opportunity

> The Retirement Income Gap Solution 

When Health Impacts Wealth




White Papers:

> Baby Boomer Personas

> Decisions Regarding Long-Term Care Insurance

Does "Safe" Exist? The Perils of Digital Information

> Fiduciary - Do Investors Know What it Means? 

Financial Literacy: Do The Rich Know Something We Don't?

> High Net Worth Men vs. Women

> Investor Attitudes Entering 2016

> Marketing Wealth Management to Ethnic Investors

> Money in Motion

> Risk Tolerance in a Volatile Market

> Spending Choices Among Affluent Investors

> Spending Habits of the Wealthiest Americans

> Socially Responsible Investing

> Social Security: When and Why

> Snap Judgments: Do First Visual Impressions Impact Financial Advisor Selection?

> Tensions with Pensions: An Analysis of Public Pension Fund Members' Knowledge and Sentiment About How Their Money is Being Invested

Women In Transition

> Would They Stay or Would They Go?